netwealth Super Accelerator Core - Standard Income Stream

What the Researchers Say:

A "good value for money" superannuation fund that is strong in nearly all assessment areas but with average features and/or performance in one or more of our assessment criteria.
You should contact your financial adviser or this fund before making an investment decision.

Annualised figures are the average per year returns of the rated option based on the cumulative returns for the past 5 years to 30/06/2015, past performance is not a reliable indicator of future performance. Performance and fee data is based on the option which is rated by SuperRatings and stated on each product's landing page.

Benchmark investment information - how performance is measured

To ensure comparability for consumers, the RateCity superannuation comparison is based on the asset allocation of each of the MySuper/Pension products, irrespective of the name of the investment option. This methodology allows consumers to compare products on a like for like basis and removes any ambiguities associated with the name of the investment option. For example, an investment option may be classified as growth, however its asset allocation may in fact mean it should be classified as high growth. By using the asset allocation as the dominant identifier, we believe this provides the most robust framework for consumers to compare funds and recognise that this is a consistent approach to that of SuperRatings methodology.

Option Type

Percentage of Growth Assets
min-max %

High Growth

91-100%

Growth

77-90%

Balanced

60-76%

Conservative Balanced

41-59%

Capital Stable

20-40%

Secure

0-19%

What the researchers say

The netwealth Super Accelerator Standard Income Stream provides a flexible product offering that can be scaled up or down to meet the individual needs of members.

The Core package offers members access to 11 options in the netwealth Global Specialist Series, consisting of 7 Diversified and 4 Single Sector options. The investment menu also offers members a combination of passive and active investing strategies. A Cash account and Term Deposits are also offered. Performance of the Active Growth option has been above the SuperRatings Index in the shorter term, and it should be noted that all earnings are reported prior to the deduction of tax.

Fees for the investment menu offered under the Core package are competitive across all account balances assessed. Additional transaction costs and adviser servicing fees may apply depending on the member's situation.

The netwealth Super Accelerator Core Standard Income Stream provides reasonable pension flexibility. Members are able to select from 4 pension payment frequencies with payments made directly to the member's bank account or by cheque. Members are required to nominate a draw-down strategy for their pension payments and can automatically increase their payments annually by a nominated percentage.

Members and their advisers can gain access to their account via the netwealth website, which also includes a wide range of educational materials, calculators and reporting capabilities.

This is an information service. By browsing on the website and/or using our search tools, you are asking RateCity to provide you with information about products from multiple financial institutions. We will try to show you a range of products in response to your request for information. The search results do not include all providers and may not compare all features relevant to you, for further details refer to our FSCG. The rating shown is only one factor to take into account when considering these products. For superannuation products, see the rating methodology. If you decide to apply for a product, you will deal directly with a financial institution, and not with RateCity. Rates and product information should be confirmed with the relevant financial institution, and you should review the PDS before you decide to make an investment decision. See our terms of use for further details. This advice is general and has not taken into account your objectives, financial situation or needs. Consider whether this advice is right for you.
This information service uses data and research provided by SuperRatings (ASFL: 311880), which provides general information on superannuation. Read more about SuperRatings’ information service and how their ratings work. As with all investments, past performance is not a reliable indicator of future performance.